David Hogan Jr. is the sole advisor at Hogan Investment Counsel, LLC in Cordova, TN, holding the CFA® designation and Series 66 license with 22 years of industry experience. He has led Hogan Investment Counsel since 2012. Outside of his advisory work, he manages Hogan Farms LLC, which leases farmland and handles bookkeeping. Hogan Investment Counsel provides discretionary investment management and consulting to individuals, high-net-worth clients, trusts, and estates, including ERISA and IRA rollover advice. The firm emphasizes a long-term, fundamental analysis approach supplemented by technical and macro insights, constructing customized portfolios that include equities, fixed income, mutual funds, and ETFs.

David Wilkins is a financial advisor at Aries Investments, LLC in Lakeland, Tennessee, holding a Series 65 designation with no prior industry experience. He has a background that includes roles at St. Jude Children's Research Hospital and the Institute of Human Virology. Outside of advisory work, he serves as CEO of Aries Legacy Group, LLC, a business management consulting and retail operations firm. Aries Investments provides financial planning, portfolio management, retirement plan advisory, and pension consulting services to a diverse client base including individuals, trusts, estates, and various institutional entities. The firm employs a rules-based ETF strategy with risk profiling and due diligence processes, operating primarily through Charles Schwab custodial accounts.

John Goble is a CFP® with 10 years of experience in financial advising, currently serving at Your Family Matters, LLP. He previously worked at Edward Jones for six years and has a diverse background including roles at Athens Distributing Company and FS Services Inc. Outside of finance, he plays trumpet in a Big Band and officiates high school sports. Your Family Matters, LLP provides discretionary portfolio management and financial planning services primarily to individual clients with account minimums of $500,000. The firm manages portfolios using a combination of fundamental analysis, modern portfolio theory, and quantitative and technical methods, and offers an integrated service package that includes tax, estate, and insurance planning.

Reginald Clark is a CFP® professional at P3 Wealth Management with 24 years of industry experience. He has worked at several firms, including The O.N. Equity Sales Company and Hdvest Investment Services. Clark is also involved with P3 Insurance Group, Inc. and Ohio National Financial Services. P3 Wealth Management provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages discretionary portfolios using a tactical allocation approach and offers services such as retirement planning, tax optimization, and estate planning.

Dennis Long is a financial advisor with Blong Financial in Memphis, TN, holding Series 63, 65, and 66 licenses and has 14 years of industry experience. He has been a CPA since 1990 and owns Family Back Office Services, which provides tax and planning services. Blong Financial offers discretionary investment management and advisory services to individuals, corporate pension and profit-sharing plans, charitable institutions, trusts, and estates, primarily through separately managed accounts. The firm employs a fundamental, value-oriented investment approach with a global perspective, utilizing a range of securities and strategies to manage approximately $179.6 million across 326 client relationships.

James Adkins is a Series 65-licensed financial advisor with Adkins Asset Management LLC in Cordova, Tennessee, bringing four years of industry experience. His prior work includes roles at Jackson Howell and Associates and Robert Half. Adkins Asset Management LLC offers financial planning, investment management, and wealth management services tailored to individuals, high-net-worth clients, small businesses, and trusts. The firm’s investment approach focuses on asset allocation guided by economic analysis and uses individualized Investment Policy Statements with diversified holdings.

Robert Curry is a CFA® charterholder with 13 years of industry experience. He is currently with bLong Financial, where he has worked since 2020, and has prior experience at Greenway Capital Management and Alluvion Investments. Outside of his advisory role, he is the owner and manager of several businesses through Greenway Holdings, including companies in HVAC services, industrial distribution, and retail work boots. bLong Financial provides discretionary investment management and advisory services to individuals, institutions, and charitable organizations, managing approximately $179.6 million across 326 client relationships. The firm employs a fundamental, value-oriented investment approach with a global perspective, utilizing a range of securities and strategies.

Jimmy Adkins is a Series 65-licensed financial advisor with four years of experience at Adkins Asset Management LLC in Cordova, TN. He also works part-time as an audit manager at Jackson Howell & Associates PLLC, a Certified Public Accounting firm where he has been employed since 1987. Adkins Asset Management LLC provides financial planning, investment management, and wealth management services to individuals, high-net-worth clients, small businesses, and trusts. The firm customizes services for each client and emphasizes asset allocation based on economic analysis, implementing strategies through individualized Investment Policy Statements and diversified holdings.

Mahoghany Jordan is a financial advisor with P3 Wealth Management in Cordova, TN, holding a Series 65 designation and four years of industry experience. Prior to joining P3 Financial Group in 2020, Jordan worked at Tower Loan, Ross Stores Inc, and the University of Mississippi. P3 Wealth Management provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages discretionary portfolios using a tactical allocation approach and offers services including retirement planning, tax optimization, and estate planning.

Tachelle Nettles is a CFP® and Series 65-registered advisor with SmartPath Advisors, bringing two years of industry experience. Prior to joining SmartPath, she held roles at Abacus Wealth Partners and Intuit. Outside of advising, she owns a candle-making business called Inhale by Chelle Candles and is a commissioned Tennessee Notary Public. SmartPath Advisors offers short, engagement-based financial planning services primarily to individuals accessing services through employers or organizations, as well as high-net-worth clients. The firm focuses on planning rather than asset management and incorporates an AI-powered subscription service called Frank to provide ongoing financial analysis.

Paul Shanklin is a financial advisor at Sycamore Financial Advisors, Inc. with 20 years of industry experience. He holds a Series 65 designation and has managed Shanklin Capital Management, Inc. since 2001. Outside of finance, he is the owner and manager of Servicemaster Professional Cleaning Services, a business he has been involved with since 1983. Sycamore Financial Advisors is a fee-based registered investment adviser with a four-advisor team managing approximately $92 million for about 230 households. The firm serves individuals, families, trusts, estates, and small or family-owned businesses, employing a strategic asset allocation framework that includes mutual funds, individual securities, and active option strategies.

Roxanne Spencer is a financial advisor at Stephens with 21 years of industry experience. She holds a Series 66 designation and has worked at Stephens since 2018, with prior experience at Wells Fargo Advisors. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, pension plans, and public entities. The firm’s investment process involves centralized committees and affiliated sub-advisors to manage equity, fixed-income, and alternative strategies, supported by in-house equity research and specialized client platforms.

William Lowes is a Series 66-credentialed advisor with three years of industry experience. He is currently affiliated with Sound Income Strategies, LLC and McAdams Group, LLC. Prior to his advisory roles, he worked at Empower Advisory Group and Pruco Securities LLC, and he also spent six years at Saint Francis Hospital - Bartlett. Outside of his advisory work, Lowes serves as treasurer for the Arlington Area Chamber of Commerce and holds a role with the Millington Area Chamber of Commerce. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4.0 billion in client assets. The firm serves a broad client base including individuals, pension plans, trusts, corporations, and registered investment advisers, offering customized portfolio management with an emphasis on fixed-income analysis alongside equity review.

David Mcadams is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 designations and over 30 years of industry experience. He has been involved in multiple related ventures since 2003, including managing McAdams Group LLC, which focuses on fixed insurance sales, and McAdams Tax Advisory Group LLC, which provides tax return preparation services. He also manages McAdams Estate Group LLC, utilizing estate planning software in collaboration with local attorneys. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4.0 billion in assets for a diverse client base, including individuals, pension and profit-sharing plans, and trusts. The firm emphasizes fixed-income analysis combined with equity fundamental and technical review, offering customized portfolios and a range of advisory services including sub-advisory and insurance planning.

George Coules is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked with several firms, including McAdams Tax Advisory Group, Long Term Care Advisors, and Principal Life Insurance Company. Outside of advisory work, he is involved in the sales and service of life insurance, fixed and index annuities, as well as long-term care, Medicare supplements, and disability insurance. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, corporations, and other advisers. The firm emphasizes fixed-income analysis combined with equity review and offers customized portfolio management, financial planning, ERISA plan services, and insurance planning through affiliated channels.

Gary Osing is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Sound Income Strategies since 2017 and previously held roles at WFG Advisors LP and WFG Investments, Inc. Osing is also involved with McAdams Group LLC, where he provides fixed insurance and tax preparation services and serves as a strategic wealth advisor. Additionally, he is the secretary of the GM&O Historical Society. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, estates, and corporations. The firm focuses on customized managed portfolios with an emphasis on fixed-income analysis and equity review, offering a range of advisory services including financial planning, ERISA plan services, and insurance planning through affiliated channels.

Brian Baumeister is a financial advisor at Stephens with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stephens since 2015. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, pension and retirement plans, and public entities. The firm employs a combination of centralized investment committees and affiliated sub-advisors to implement multi-asset strategies, supported by in-house equity research and a range of client platforms.

Robert Mccommon is a financial advisor at Wedbush Securities Inc. with 29 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining Wedbush in 2025, he worked at B. Riley Wealth Advisors and B. Riley Wealth Management for a total of 13 years. Outside of his advisory role, he serves as Treasurer on the board of the Oaks at Appling Condominium Association in Cordova, TN. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered advisory services across multiple asset classes. The firm combines broker-dealer and capital markets functions with custody, clearing, and prime services, supporting a range of managed account programs and commission-based brokerage arrangements.

Timothy Sheffield is a financial advisor at Calton & Associates, Inc. in Arlington, Tennessee, with 38 years of industry experience. He has been with Calton & Associates since 1999 and holds Series 63 and Series 65 licenses. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple program structures and combines discretionary and non-discretionary management options tailored to client goals, risk tolerance, and liquidity needs.

Jalen Dagher is a Financial Consultant currently working at Fidelity Investments since 2022. In this role, he focuses on guiding clients through their financial lives using a planning-centric approach centered on client goals. His work involves thoughtful financial planning and implementation to help clients pursue their objectives during their lifetimes and beyond. Prior to his current position, Jalen held several roles at UBS Private Wealth Management, including Senior Wealth Strategy Associate in 2022, Wealth Strategy Associate from 2021 to 2022, and Wealth Planning Associate from 2018 to 2021. He also worked as a Financial Advisor at North Star Resource Group from 2016 to 2018. He holds an Arkansas insurance license. Outside of his professional work, Jalen engages in family activities, social events with friends, music, and tennis.